Train Your Team - Cohort 2

Starts November 11

Tuesday (Tax Law) — 5:30 PM CST / 6:30 PM EST
Friday (Software) — 5:30 PM CST / 6:30 PM EST

Level up your tax practice in just six focused weeks. This live, unbranded webinar-style course trains your team step-by-step through accurate tax preparation, due diligence, compliance, and a smooth client experience they can apply immediately. Perfect for EROs who want to reclaim their time and have their team trained and ready to go. 

What You’ll Get

• Weekly live class + Q&A (replay included)

• Downloadable study packs each week

• Access for your first 75 team members included

• Additional team members: $25 per person

Curriculum (6 Weeks)

1. Foundations of Tax Prep — Core concepts & Compliance overview.

2. Filing Status & Dependents — Accurate determinations and avoiding costly errors.

3. Income & Adjustments — W-2s, 1099s, adjustments to income, and real-world scenarios.

4. Credits & Deductions — Common taxpayer benefits and how to apply them correctly.

5. Customer Service — Scripts, systems, and strategies to deliver a professional client experience.

6. Marketing Basics — Simple, compliant ways to attract and retain clients.

Why Offices Choose This Training

Instead of wasting weeks retraining or correcting returns, you’ll onboard your preparers into a proven system. By the end, your team will know how to serve clients, process returns accurately and keep your office compliant—all while freeing you to focus on growth.

Enrollment includes up to 75 team members per office. For teams larger than 75, an additional $25 per participant applies.